Mid-Cap Blend

The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of-the-road profile. Most shy away from high-priced growth stocks, but aren't so price-conscious that they land in value territory. The U.S. mid-cap range for market capitalization typically falls between $1 billion-$8 billion and represents 20% of the total capitalization of the U.S. equity market. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. Morningstar®

#10 Weitz Partners III Opportunity Fund (WPOPX)

Performance (1-yr.): 25.11% Expenses: 1.33%
Performance (1-mo.): 3.42% Total Assets: $1.24B
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#12 USAA Extended Market Index Fund (USMIX)

Performance (1-yr.): 31.49% Expenses: 0.50%
Performance (1-mo.): 5.44% Total Assets: $647.15M
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#13 Scout Mid Cap Fund (UMBMX)

Performance (1-yr.): 33.10% Expenses: 1.07%
Performance (1-mo.): 6.55% Total Assets: $2.36B
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#13 Vanguard Mid Cap Index Fund (VMCIX)

Performance (1-yr.): 29.45% Expenses: 0.08%
Performance (1-mo.): 6.02% Total Assets: $49.28B
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#15 Hodges Fund (HDPMX)

Performance (1-yr.): 52.47% Expenses: 1.43%
Performance (1-mo.): 9.73% Total Assets: $408.21M
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#15 Longleaf Partners Small Cap Fund (LLSCX)

Performance (1-yr.): 26.30% Expenses: 0.92%
Performance (1-mo.): 5.43% Total Assets: $4.23B
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#17 Frank Value Fund (FRNKX)

Performance (1-yr.): 29.22% Expenses: 1.51%
Performance (1-mo.): 3.05% Total Assets: $45.89M
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#18 FMI Common Stock Fund (FMIMX)

Performance (1-yr.): 24.89% Expenses: 1.19%
Performance (1-mo.): 4.59% Total Assets: $1.38B
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#19 American Century Veedot® Fund (AMVIX)

Performance (1-yr.): 31.16% Expenses: 1.26%
Performance (1-mo.): 3.92% Total Assets: $92.63M
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#19 Bretton Fund (BRTNX)

Performance (1-yr.): 18.99% Expenses: 1.50%
Performance (1-mo.): 2.29% Total Assets: $8.25M
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Top Performing Mid-Cap Blend Funds As of 03.05.2014

Hodges Fund (HDPMX)

Total Return: 9.73%

Fidelity Advisor® Event Driven Opportunities Fund (FCHSX)

Total Return: 7.89%

Fidelity® Event Driven Opportunities Fund (FARNX)

Total Return: 7.78%

Hodges Fund (HDPMX)

Total Return: 52.47%

RS Investors Fund (RSINX)

Total Return: 43.45%

Dreyfus Opportunistic U.S. Stock Fund (DOSAX)

Total Return: 40.55%

Putnam Capital Spectrum Fund (PVSAX)

Total Return: 20.16%

RS Investors Fund (RSINX)

Total Return: 18.51%

Vanguard Strategic Equity Fund (VSEQX)

Total Return: 18.24%

* Annualized